A little insight into Bryan J Kulp.
Bryan Kulp began his financial services career in 2008 at a time when many people were uncertain about the state of domestic and global financial markets as well as our economy. This unique period in history helped Bryan formulate the framework for which he has built a sound foundation for advice-based planning that focuses on the idea that people need recommendations tailored specifically to their personal financial needs. Bryan truly believes there is no one-size fits all answer – just the right answer for you. He is passionate about providing financial guidance through every life stage and understands that any change can have both short- and long-term implications on your financial future.
Before joining Addison Avenue Investment Services, Bryan focused on creating wealth management strategies for international and high-net worth clients at HSBC Bank, N.A. He has extensive experience in utilizing customized risk management strategies as well as expertise in wealth accumulation, education funding, asset management and retirement planning. As a Financial Advisor, Bryan seeks to identify what truly matters most and provides comprehensive, sound advice to enable his clients to reach their goals and dreams.
Bryan is a Washington State University alumnus. When he is away from the office, he enjoys spending time with his family and taking of advantage of all the outdoor activities the Seattle area has to offer, including trail running, wakeboarding, snowboarding, golf and soccer.
QUALIFICATIONS: holds series 7, 63 and 65 securities licenses; life and health insurance licensed with variable endorsements.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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